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Modify date and content display about deposits on your theme

Content about deposits, including the release date, is included by default at several points in the customer journey. We encourage the use of clear content including estimated delivery dates where possible for preorder and made to order products.

The default content may not make sense for your business. To help customize Downpay to your use case, this guide will walk you through how to:

modify displaying exact dates
modify language to better inform your customers

There are a number of settings you may need to modify:

Downpay
Checkout and order status page
Email notifications
Customer accounts
Additional fields

1. Downpay



A date will be shown on your product page, if the Downpay setting Show release date is not set to "Never".



To disable this, navigate to the Downpay product block or embed and set Show release date to " Never ".

2. Checkout and order status page



Use the Edit default theme content settings to modify the language in the checkout and order status page.

In the Online Store section, navigate to the theme you would like to adjust.
Click the ... menu and select Edit default theme content.



Checkout



In the checkout the date is displayed for the remaining balance. This can be changed using the Deferred total due date label field under.



To find this field, type deferred into the theme content search bar.



Example replacement content:
Total due before shipping
Total due when item is shipped
Total due later

Order status page



The order status page has two fields which display the date.



Field 1 - Title in payment info



To find this field, type deferred into the theme content search bar. Find Title under Checkout order summary deferred payment info.



Example replacement content:
Payment of {{ amount_due }} is due before shipping
Payment of {{ amount_due }} is due when item is shipped
Payment of {{ amount_due }} is due later

Field 2 - Due later in payment terms



To find this field, type term into the theme content search bar. Find Due later under Checkout order summary payment terms totals.



Example replacement content:
Total due before shipping
Total due when item is shipped
Total due later

3. Email notifications



These are found in Shopify Settings inside the Notifications tab.

Order confirmation



This template is used when sending any order confirmation emails for your store. There is new logic inside this template created by Shopify that only displays dates if a customer paid a deposit.

Example order confirmation with dates

Dates might or might not appear in this template depending on if/when you customized your email templates as this functionality was only recently added to Shopify's default template.

Determine if dates appear on this template



To determine if you need to make these changes, open Shopify settings, click the Notifications subsection, and scroll down to Order confirmation. Click Edit.

Click into the code on the page and use command + f or your usual find short cut to search for terms. If you find this entry, you can use the instructions below to modify how dates dates are displayed in two places on the order confirmation page.



To modify the due date on the email confirmation, follow these steps:



Click into the email body and search for "due". You should find one around line 457, which you can change from the date to later within the span tag.
Around line 606, find {{ payment_terms.translated_name }}: Due {{ due_date | date: format: 'date' }}, which you can change to: {{ payment_terms.translated_name }}: Due later.

Order invoice



This template is sent if a merchant has the option to Send invoice for an order

Example of an order invoice email

To modify the due date on the email confirmation, follow these steps:



Navigate to the Order invoice template and click edit in the top right
Click into the email body and search for due {{ due_date. You should find two entries on the default template:
Line 85, which you can change from <h2>Payment of {{ order.total_outstanding | money }} is due {{ due_date | date: format: 'date' }}</h2> to <h2>Payment of {{ order.total_outstanding | money }} is due upon receipt }}</h2> or wording of your choosing.
Line 511, change from <p>{{ payment_terms.translated_name }}: Due {{ due_date | date: format: 'date' }}</p> to <p>{{ payment_terms.translated_name }}: Due upon receipt</p> or words of your choosing.

4. Customer accounts



If you have enabled Shopify's new customer accounts, deposit orders will display the date that was set in Downpay as the payment due date.

Example of new customer account order page

To find this field, make sure you are in the Accounts (new) tab and then type Payment due into the theme content search bar.

Find Title with date under B2 b draft details payment status pending and adjust to something like Payment due before receipt or Payment due if kept for try before you buy orders.



5. Additional fields



Change customer payment charge approval language



Shopify not longer enforces a checkbox to be clicked to approve storing a credit card on file.

By default, the language found on the checkout page that customers have to read and agree to in order to proceed with their order includes broad recurring billing verbiage:



One or more items in your cart is a deferred or recurring purchase. By continuing with your payment, you agree that your payment method will automatically be charged at the price and frequency listed on this page until it ends or you cancel. All cancellations are subject to the {{ cancellation_policy_label }}.

To modify this, follow these steps:

While in Edit default theme content and on the Checkout & system tab, start typing words from the "One or more" to find the field Purchase options agreement label

Modify the default copy to something like I understand that one or more items in my cart is a deferred. By continuing, I agree to the {{ cancellation_policy_label }} and authorize you to charge my payment method at the prices listed on this page until my order is fulfilled or I cancel, if permitted.

Change the cancellation policy popup page header on Checkout



By default when using Downpay, a new paragraph with a link to the cancellation policy is presented to customers. Learn more.

The deposit cancellation policy header might be mislabeled as Subscription Policy on checkout, use step 1 to resolve this, otherwise use step 3 if you'd just like to change the header.

Scroll down to the Checkout shop policies section and locate the Subscription policy or search for it.
Modify the default copy to something like Cancellation policy
If this does not update your policy header, try the same instructions with the field Purchase Option Cancellation Policy.

Updated on: 10/01/2024

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